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Marsh & McLennan

1,560 hedge funds and large institutions have $94.2B invested in Marsh & McLennan in 2024 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 636 increasing their positions, 494 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,560
Holders Change
+45
Holders Change %
+2.97%
% of All Funds
20.76%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.27%
New
186
Increased
636
Reduced
494
Closed
108
Calls
$106M
Puts
$107M
Net Calls
-$1.88M
Net Calls Change
-$5.94M
Name Holding Trade Value Shares
Change
Shares
Change %
MFA
1001
Mayflower Financial Advisors
Massachusetts
$445K +$17.4K +82 +4%
CAM
1002
Congress Asset Management
Massachusetts
$443K
KIM
1003
Kestra Investment Management
Texas
$442K -$248K -1,167 -36%
OL
1004
Optas LLC
Texas
$440K +$27K +127 +7%
GWA
1005
Gratus Wealth Advisors
Virginia
$438K
BCM
1006
Brookstone Capital Management
Illinois
$437K -$4.46K -21 -1%
CAC
1007
Core Alternative Capital
Georgia
$437K
PI
1008
PFG Investments
New York
$434K -$78.8K -371 -15%
AAP
1009
Arax Advisory Partners
Colorado
$432K +$426K +2,005 +6,914%
MIM
1010
Merrion Investment Management
New Jersey
$431K
GIA
1011
Gladstone Institutional Advisory
Florida
$431K -$75K -353 -15%
SIM
1012
Sentry Investment Management
Wisconsin
$430K -$70.1K -330 -14%
GEM
1013
Global Endowment Management
North Carolina
$428K -$9.35K -44 -2%
CG
1014
Cynosure Group
Utah
$427K -$97.9K -461 -19%
KCM
1015
Kornitzer Capital Management
Kansas
$425K
SCI
1016
S&CO Inc
Massachusetts
$424K
Fisher Asset Management
1017
Fisher Asset Management
Washington
$424K +$178K +836 +72%
GFP
1018
Gryphon Financial Partners
Ohio
$422K -$17.4K -82 -4%
FMLI
1019
Fukoku Mutual Life Insurance
Japan
$422K
PVI
1020
Pine Valley Investments
New Jersey
$421K -$850 -4 -0.2%
SWM
1021
SeaCrest Wealth Management
New York
$417K +$15.7K +74 +4%
WCM
1022
Wallace Capital Management
Texas
$416K
KCM
1023
Kanawha Capital Management
Virginia
$416K
AP
1024
Advisors Preferred
Maryland
$415K -$112K -528 -21%
AWM
1025
Avior Wealth Management
Nebraska
$415K -$17.4K -82 -4%